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Chapter 1. Accessing the Cash Register

You may start at the floor plan screen. If so, access the Cash Register.

Chapter 2. The Register Screen

The Register screen is divided into four sections.

Section

Description

Menu Items

The top left section displays available menu items.

Depending on how your venue is set up, you may have multiple menus to choose from (e.g., Dinner, Lunch, Breakfast).

Tap a category across the top (e.g., Appetizers or Mains) to display menu items under those categories.

Orders

The top right section displays what has been ordered. Tap the Current Order’s Information icon to display options. For example, you want to attach a name to the order and receipt.

Quick Pay Buttons

The bottom left section gives you a set of fast pay buttons and other quick access features.

Order Summary

The bottom right section gives you a summary of the table’s total order, a break down by sales category (e.g., food vs alcohol) and any applicable taxes. Tap the Up/Down arrow icon to show a simplified total.

Section 1. Changing the Menu View

You can view the menu items as a list (classic), an image grid, or a text grid.

Section 2. Register Options

If you tap the Information icon associated with the Current Order bar, you will get a number of Register Options.

Option

Description

Transfer Order to a Table

If the customer comes in for the order and then decides to dine in, tap Transfer to Table to move the order to a table.

Select the target table from the floor plan screen.

Transfer Order to a Tab

If you wish to send this order to a bar tab, but not leave the POS, tap this option.

You will be prompted for a name for this tab. When you tap Done a bar tab will be created. However, you will remain in the POS. If you wish to convert this order to a bar tab and work with it as a bar tab, use the Quick PayTab button.

Rename Party

Tap this if you need to have a name on the receipt to help with order expediting (for example, you pass the receipt to a barista who needs to call out the completed order by name).

You will be prompted for a name. Tap Done.

If no name is given, TouchBistro assigns an order a number for the name. TouchBistro resets this name to 1 at the start of each day.

Typically, you’ll never do this via the POS. However, this option is here for circumstances where it’s required.

Section 3. Changing the Layout

If you prefer to have the menu on the right side, you can ask your TouchBistro Admin to set your Staff Profile for Right Hand Mode.

Chapter 3. Taking a Simple Order

1. If you have multiple menus, first select the appropriate menu from the Menu Bar. Depending on your iPad’s screen size this may be either a drop-down list or tabbed list.

2. In the menu items section, select the guest’s order.

3. When the guest has completed his/her order, tap Send if you need to send this order to a kitchen printer.

4. Tap Print & Send if you want to send the order to the kitchen printer and immediately print out a receipt.

5. If you send items to the kitchen, TouchBistro will indicate they’ve been sent.

6. You can also print a bill by tapping the Print Quick Pay button. (If these buttons are green, you are in Fast Bar mode. See this section for how to use the POS in Fast Bar mode.)

Chapter 4. Deleting an Item

1. If you have not yet sent the order, tap on the item.

2. Select Delete from the pop-up menu.

Chapter 5. Voiding an Item

1. If the item has been sent to the kitchen or bar, you will need to void the item.

2. Tap on the item.

3. Select Void from the pop-up menu.

4. You will need to enter a Manager Confirmation Code to process the void. If so, find a manager or admin and have him/her enter his/her code. You should not have a manager or admin log in and perform void him/herself.

5. Select a Preset or Custom void reason.

Chapter 6. Adding More than One of the Same Item

If the customer wants more than one of the same item, you can

1. Add the item to the order screen.

2. Tap the item.

3. Tap Quantity.

4. Enter the desired quantity and tap Done.

5. You will see a quantity indicator next to the menu item.

1) Alternative 1

1. You can tap Quantity just above the Quick Pay buttons.

2. Enter the quantity and tap Done.

3. Then add the item to the order screen.

4. You will see a quantity indicator next to the menu item.

2) Alternative 2

1. Add the item to the order screen.

2. Two finger tap the item added to the seat.

3. TouchBistro will duplicate the item.

Note: If the item was already sent to the kitchen, simply add it as new to the order screen. TouchBistro will properly consolidate on the guest check.

Chapter 7. Modifications

A modification is an instruction to the chef how to prepare the menu item in a modified fashion. For example “hold the mayo” is a customary modification. Some modifications can be optional. Some menu items might have mandatory modifications. For example, when a patron orders a steak, you will want to know if they take it rare, medium, well done.

Section 1. Handling a Mandatory Modification

It is possible TouchBistro has been setup with one or more pre-programmed modifications to pop-up automatically when a menu item is added to a seat order.

When you try to add an item to an order with a mandatory modifier, TouchBistro will immediately pop up the Modification dialog box.

The mandatory Modifier category is identified by a number, which indicates the minimum number of modifiers you have to select from that category. For example, 1 indicates you must select one modifier. A 2 would indicate you must select a minimum of two. Tap on one of the mandatory modifier options (for example Fries) and tap Done.

If you exit and do not add all the required mandatory modifiers, TouchBistro will flag the menu item in red and indicate you are required to select a modifier.

Tap on the item and add the mandatory modifier(s).

Note: Depending on how your venue owner set up TouchBistro, you may not be able to send your order to the kitchen unless all mandatory modifiers have been selected.

Section 2. Optional Modifications

Some menu items have optional modification available. There will be no automatic pop-up to inform you of optional modifications.

1. Tap the menu item and tap Modifiers to see available optional modifications.

2. Some modifiers may have up charges associated with them. For example, the lasagna dish might come with ground beef by default but chicken, turkey, and veal are options.

3. Tap the desired modifications. It will be moved to the Current Modifiers section.

4. Tap Done when you’ve added all the desired modifiers.

1) Menu Item Modification

Any menu item can be used as a modifier.

1. Tap the Menu Item icon on the Modifiers screen.

2. You will see a list of menu items you can use as modifiers. You can use the search field to help you more quickly locate a particular menu item or scroll up or down to locate the menu item.

3. For example, the person wants a nachos appetizer menu item as a side instead of the fries or salad option.

4. Once selected, you can tap the Information icon associated with the modifier to give it an upcharge.

Note: If you do not see an Informationicon, your Admin has disabled staff editing of pre-configured modifiers.

5. For example, the app ordered on its own is $13.99 but when ordered as a side is a $3 upcharge.

6. Tap Done.

7. Tap Done again.

Section 3. Custom Modifier

A final type of modifier is the ability to add custom modifiers.

1. Tap Custom.

2. In a blank field add the modifier. For example, “Hold the onions”.

3. If there’s an upcharge, enter it in the associated dollar value field.

4. Tap Done.

Chapter 8. Discounts

1. Tap the Discount option to apply a discount.

2. This can either be a preconfigured discount or a custom discount.

3. For example, you might comp an item by 100%.

4. Tap the desired discount. It will appear in the Current Discount(s) section and indicate the amount discounted.

5. Tap Done.

6. You may be prompted to enter a Manager Confirmation Code to process the discount. If so, find a manager or admin and have him/her enter his/her code. You should not have a manager or admin login and add the discount him/herself.

7. You will see the amounted discounted below the menu item along with how much the discounted item will bill for.

Chapter 9. Accepting Payments

When the customer is ready to pay, you have one of two options:

1. You can use the Quick Pay buttons to accept payment.

2. Or you can tap Checkout on the top right.

Section 1. Quick Pay Buttons

One important way the cash register screen is different from table service is there is no table representation. The table representation is replaced by quick pay buttons. These buttons are customizable by the TouchBistro administrator. Possible buttons that may appear:

Option

Description

Exact

Tap if you’re given the act amount of cash.

Denomination Buttons

These will change depending upon the bill total. They try to predict likely bills offered as payment.

If the bill is $4.51, TouchBistro will predict a $5, $10, or $20 bill will be offered.

If you tap one of these, it will take you to the Receipt Option screen and report the required change.

Cash

Tap if the customer offers bills not predicted by a denomination button. You will be prompted to enter the amount offered.

Debit

Tap if the customer offers a debit card.

Credit

Tap if the customer offers a credit card.

No Sale

If no items have been added, the No Sale button will be available. Tap to open the cash drawer without a sale. You may be prompted to enter a manager passcode.

Clear

Quickly delete all ordered items.

Print Bill

Print the current bill.

Print Prev.

If no items have been added, you can print the previous bill even though you’ve accepted payment and closed the order. This is useful if a customer rejected the offer of a bill but then has second thoughts and requests it.

Tab

Move the order to a bar tab. Note, if the admin has the Can Access Takeout/Delivery staff permission disabled, you cannot transfer orders from cash register to a tab, takeout, or bar tab under Orders.

Takeout

Move the order to a takeout order. Note, if the admin has the Can Access Takeout/Delivery staff permission disabled, you cannot transfer orders from cash register to a tab, takeout, or bar tab under Orders.

Also note, if you have an Order Type Exclusion set up to make certain menu items tax free when ordered as takeout, orders started on the register and transferred to a takeout order will not result in the tax being removed.

Delivery

Move the order to a delivery order. Note, if the admin has the Can Access Takeout/Delivery staff permission disabled, you cannot transfer orders from cash register to a tab, takeout, or bar tab under Orders.

Also note, if you have an Order Type Exclusion set up to make certain menu items tax free when ordered as delivery, orders started on the register and transferred to a delivery order will not result in the tax being removed.

Section 2. Checkout

1) Checkout Options

Most of the time, you can process an order using the Fast Pay buttons. However, you may need to access options on the Checkout screen. Tap Checkout to access additional options.

2) Splitting the Bill Evenly

If the order needs to be split evenly among two or more customers, tap Split Evenly By #. Enter the number of bills required. TouchBistro places the split bills at the bottom of the Checkout screen. Tap each split bill to process payment.

3) Using a Non-Integrated Payment Processor

A non-integrated payment processor is one that doesn’t interface with TouchBistro. That is, no payment information is transmitted between the credit card reader and TouchBistro. Because payment information captured by the credit card terminal doesn’t get transferred into TouchBistro, you need to enter payment information. This ensures your end of day figures and your non-integrated terminal batch totals match.

Note: The non-integrated option is not an option to use if your integrated system is offline. It will not capture payment information. It should only be used if you have signed up with a non-integrated.

If your venue is using a non-integrated payment processor, follow these steps to accept a card payment with a non-integrated payment processor:

1. After you’ve processed the payment on the credit card terminal, return to TouchBistro.

2. Tap Manual Charge/Credit.

3. Tap the card offered.

4. Enter the amount paid for the bill and the amount written on the tip line or entered into the mobile card processor.

5. Tap Pay.

6. Close the table.

Section 3. Using an Integrated Payment Processor

If your venue uses an integrated payment processor, payment procedures are different depending on the payment processor. Consult the Payment Gateways documentation for help on using your venue’s chose payment processor.

Section 4. Pay on Account

1. If your manager or owner has set up valid accounts that this payment can be charged to, tap the Information icon next to Pay On Account.

3. Tap Pay on Account when you’re ready to charge the bill to the account.

4. Tap the appropriate account to bill this to.

Section 5. Adjustments

You can make the following adjustments to a bill:

Option

Description

Include Gratuity

If you need to add an autograt, tap this option.

Enter the gratuity percentage or a fixed amount. If your system is set up to include a gratuity automatically (say for a party of 6 or more), you can remove the autograt by tapping this option.

Note: If your autograts are set by the admin to treat them the same as tips, if you remove the gratuity after a customer has paid his/her split seat with cash, TouchBistro will not record the paid autograt on the closed bill.

Discount/Comp All Items

Tap if you need to apply a discount or 100% comp to all items on the bill.

You will be presented with a list of fixed discount reasons as well as the ability to create a custom discount reason.

Tax Exclusions

Tap if the customer or table qualifies for an exclusion of one or more taxes (for example, the diner is a diplomat or qualifies for some tourist exemption).

Uncheck which taxes no longer apply.

Add Note

If you need to add a note, tap Add Note and enter the note.

Notes can be used to support reasons for including or removing an autograt or a comp.

Remember, notes will appear on the receipt. Make sure your notes are public facing.

Section 6. Change Receipt Printer

If you need to print the bill to a different printer (for example, your default Receipt printer is temporarily out of paper), you can tap the Information icon and select another available printer.

Section 7. Correcting an Error

1. If you made a mistake about the payment and only realize at this point, you can tap Continue Without Closing Table.

2. Tap Edit / Undo Payments.

3. Tap Undo.

4. Tap Done.

5. Process the payment again.

Chapter 10. Fast Bar

If fast bar is enabled, the cash register will have green fast pay buttons indicating you’re operating the register in Fast Bar mode. If the Debit and Credit buttons are not green but appear dimmed, this indicates further the admin has disabled debit and credit card payments for fast bar. You’re a pure cash operation!

1. Fast bar orders are processed as usual. Add items to the order screen as usual. If items have mandatory modifiers and their Default Course is set to Drinks, Fast Bar mode will ignore mandatory modifier prompts. The understanding is the bartender understands and remembers the drink modifiers and doesn’t require prompting.

2. If you do need to add a modifier to the drink order (because the particular modifier comes with an upcharge), simply tap and hold on the drink item to pop up the Modifier options.

3. Tap one of the green payment buttons. If the customer needs a receipt, tap Printbefore tapping a payment button. You can also tap Tab, Takeout, or Delivery to transfer this to an Order.

5. After tapping the payment option (e.g., $20), the order screen resets and indicates the amount offered and the change required at the bottom. No receipt is printed. If the customer wants a receipt at this point, tap Print Prev.

6. The change required disappears upon entering the first item of the next order.

7. You can, at any time, still tap the Checkout icon and access the Checkout screen options.

Chapter 11. Using the Personal Register

Some venue may prefer not to place any tables or even the POS register on the floorplan screen. If so, you would use the Register option to access your cash register.

Chapter 12. Using Barcodes

If your system is set up to scan barcodes with the iPad camera, barcode scanning is only available from the POS cash register.

1. Tap the Barcode icon.

2. Use the guides to line up the barcode.

3. The menu item will automatically be entered into the order section. Tap the Barcode icon to return to the normal menu view.

Chapter 13. Using Payouts

The Pay In/Out button is available only on the cash register. It’s not available when you’re on a table or any kind of order screen (delivery/takeout/bar tab). Your admin must enable this feature for you.

1. Tap Pay In/Out.

2. Enter the amount to be paid out or paid in. Tap Reason to select a pre-configured reason. Add a comment if the payout or pay in needs to be supported with additional details.

3. After you complete these details, pay Payout if this is a payout or Pay In if this is a pay in.

4. Select a receipt option. TouchBistro will generate a special receipt for the payout/pay in requiring server and vendor signatures.

5. If your cash drawer is connected to your receipt printer, TouchBistro will “kick” open the drawer to facilitate the payout or pay in.